February 16, 2024

039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna

4 minutes

Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model designed to maximize tax benefits and streamline wealth management.

Lavorgna's 45-year journey in financial services culminates in this groundbreaking book that promises to transform your approach to wealth management. With a unique blend of real-life stories and actionable strategies, Wealth Unleashed delivers a powerful message: you can protect, grow, and transfer your wealth more efficiently than ever before.

Key Takeaways:

- Learn about the transformative power of the VFO and how it revolutionizes wealth management for business owners.
- Explore the flaws in traditional business planning and uncover strategies that go beyond just saving taxes.
- Dive deep into advanced investment strategies and risk management to safeguard and grow your wealth.
- Craft a meaningful legacy with expert-guided succession planning and ensure the continuity of your life's work.

Whether you are a business magnate or an up-and-coming entrepreneur, Wealth Unleashed is your guide to financial empowerment. Harness the full potential of your hard-earned assets, navigate taxes strategically, and lay a foundation for multigenerational success.

About the Author:

James A. Lavorgna, J.D., LLM, CFP, TMBCP, brings a lifetime of financial strategy expertise to the table. As a leading authority in global estate planning and asset protection, Jim empowers entrepreneurs and families to harness novel approaches to wealth planning. His credentials and articles span international forums, making him a trusted source for business and financial advice.

Join the ranks of business owners and advisors who have turned the tide of their financial future. Embrace the change, relish the simplicity, and secure your legacy. Unleash the power of your wealth with Wealth Unleashed.

Get Your Copy on Amazon, Audible (coming soon) , or the author's website

Published by MCMF Publishing 2024

All Rights Reserved